Controlled access
Tenant isolation, role-based permissions, and MFA form the baseline. SSO/SAML is scoped for Enterprise.
SECURITY & DATA
Control access.
Preserve the record.
Agency-owned data, role-based access, and traceable actions are part of the platform’s core scope.
SECURITY, DATA & ACCOUNTABILITY
Your agency owns
its data.
Keep access controlled and decisions traceable. Export your records when you need them.
Protected documents
Encryption in transit and at rest, document scanning and quarantine, and versioned files with secure preview.
Auditable decisions
Immutable audit events for reviews, fees, and issuance. CSV/PDF exports support oversight and reconciliation.
Data continuity
US-hosted tenancy, daily backups and restore procedures, and configurable retention.
Security review
DPA and security review available for Enterprise. Scope identity, environments, and integrations during discovery.
Defined support
Business-hours support on Standard and Professional. Enterprise adds 24/7 support and a named customer success manager.
ENTERPRISE DISCOVERY
Review the details
with your security team.
Confirm SSO/SAML, API and webhook access, dedicated environments, integrations, and any uptime commitment during technical discovery and contracting.
Discuss security requirements ↗Questions to resolve together
- Identity provider and access requirements
- Retention and export expectations
- Migration and reconciliation controls
- Backup and restore expectations
- DPA, support, and service commitments